A detailed history of West Family Investments, Inc. transactions in Duke Energy Corp stock. As of the latest transaction made, West Family Investments, Inc. holds 7,285 shares of DUK stock, worth $784,667. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,285
Previous 6,829 6.68%
Holding current value
$784,667
Previous $684,000 22.66%
% of portfolio
0.29%
Previous 0.21%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$99.35 - $117.71 $45,303 - $53,675
456 Added 6.68%
7,285 $839,000
Q1 2024

May 13, 2024

BUY
$90.65 - $99.39 $60,100 - $65,895
663 Added 10.75%
6,829 $660,000
Q4 2023

Feb 06, 2024

BUY
$85.44 - $98.31 $234,191 - $269,467
2,741 Added 80.03%
6,166 $598,000
Q3 2023

Nov 02, 2023

SELL
$86.65 - $95.56 $514,787 - $567,721
-5,941 Reduced 63.43%
3,425 $302,000
Q2 2023

Aug 15, 2023

BUY
$88.01 - $99.74 $614,397 - $696,284
6,981 Added 292.7%
9,366 $840,000
Q1 2023

May 03, 2023

SELL
$91.55 - $105.65 $345,418 - $398,617
-3,773 Reduced 61.27%
2,385 $230,000
Q4 2022

Feb 08, 2023

BUY
$86.82 - $103.84 $32,991 - $39,459
380 Added 6.58%
6,158 $634,000
Q3 2022

Nov 04, 2022

SELL
$24.9 - $110.88 $15,662 - $69,743
-629 Reduced 9.82%
5,778 $537,000
Q2 2022

Aug 12, 2022

SELL
$97.82 - $115.43 $25,628 - $30,242
-262 Reduced 3.93%
6,407 $687,000
Q1 2022

May 13, 2022

BUY
$97.04 - $111.66 $425,423 - $489,517
4,384 Added 191.86%
6,669 $744,000
Q4 2021

Feb 07, 2022

SELL
$96.62 - $104.9 $608,995 - $661,184
-6,303 Reduced 73.39%
2,285 $240,000
Q3 2021

Oct 25, 2021

BUY
$97.05 - $107.93 $391,208 - $435,065
4,031 Added 88.46%
8,588 $838,000
Q2 2021

Aug 12, 2021

BUY
$96.28 - $103.74 $438,747 - $472,743
4,557 New
4,557 $450,000

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $82.9B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
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